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Annapolis Financial Services’s Paychex PAYX Stock Holding History

Annapolis Financial Services’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24
Closed -$2.86K – 429
2023
Q4 		$2.86K Hold
24
– – ﹤0.01% 420
2023
Q3 		$2.77K Hold
24
– – ﹤0.01% 421
2023
Q2 		$2.69K Hold
24
– – ﹤0.01% 428
2023
Q1 		$2.75K Buy
+24
New +$2.73K ﹤0.01% 390

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annapolis Financial Services's PAYX Position: Q1 2024 in Review

Annapolis Financial Services sold out of Paychex (PAYX) in Q1 2024, closing a stake of 24 shares — an estimated $2.86K sold.

Annapolis Financial Services first reported a position in PAYX in Q1 2023 and held it in 4 quarters. The position peaked at $2.86K in Q4 2023. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q1 2024.

  • Annapolis Financial Services reported no remaining Paychex position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 24 Paychex shares in Q1 2024, an estimated $2.86K.
  • Annapolis Financial Services first reported a position in Paychex in Q1 2023 and held it in 4 quarters.
  • Annapolis Financial Services's Paychex position peaked at $2.86K in Q4 2023.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.